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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
SCM
2826
Simcoe Capital Management
New York
$253M +$23M +10% 10.6% 48.7% 18 50% 1
Csenge Advisory Group
2827
Csenge Advisory Group
Florida
$253M – – 3.97% 66.3% 258 – 0
Dynamic Advisor Solutions
2828
Dynamic Advisor Solutions
Arizona
$253M -$5.56M -2% 3.22% 70.9% 237 16.03% 1.8
AAM
2829
AR Asset Management
California
$252M +$6.23M +3% 2.65% 64.9% 119 2.52% 3.4
GIPM
2830
G2 Investment Partners Management
New York
$252M +$27.1M +12% 17.3% 1,145% 81 54.32% 0.7
CCB
2831
Cutter & Co Brokerage
Missouri
$252M -$2.2M -0.9% 4.18% 40.4% 288 14.24% 2.1
Ausdal Financial Partners
2832
Ausdal Financial Partners
Iowa
$252M +$17.8M +8% 4.51% 63.2% 353 15.86% 1.1
LVW Advisors
2833
LVW Advisors
New York
$252M -$32.4M -11% 3.65% 71.5% 143 35.66% 1.7
LA
2834
Lynch & Associates
Indiana
$252M -$1.44M -0.6% 4.74% 73.5% 104 9.62% 3.6
VNA
2835
VNBTrust National Association
Virginia
$252M +$3.48M +1% 7.5% 42.9% 125 16.8% 2.7
UBWV
2836
United Bank (West Virginia)
West Virginia
$252M +$13.9M +6% 3.51% 22.5% 111 4.5% 3.1
BCM
2837
Birmingham Capital Management
Alabama
$251M +$3.21M +1% 3.85% 103% 108 8.33% 3.6
SCM
2838
Stonehill Capital Management
New York
$251M -$13.4M -5% 12% 117% 14 0% 1.2
Royal Fund Management
2839
Royal Fund Management
Florida
$251M +$15.3M +6% 5.1% 92.4% 553 21.88% 0.6
IA
2840
Independence Advisors
Pennsylvania
$251M -$394K -0.2% 3.73% 24.4% 79 16.46% 1
SC
2841
ShearLink Capital
New York
$251M +$23.8M +10% 5.36% 49.1% 22 36.36% 0.6
PGC
2842
Pacific Grove Capital
California
$251M +$31.5M +14% 2.93% 9.9% 102 65.69% 0.2
Arete Wealth Advisors
2843
Arete Wealth Advisors
Illinois
$251M +$32M +15% 2.86% 85.3% 282 22.34% 1.2
AIMU
2844
Allianz Investment Management US
Minnesota
$251M +$31.8M +15% 0.56% 7.58% 4 25% 0.6
Strid Group
2845
Strid Group
Pennsylvania
$250M +$23.6M +10% 5.2% 50.4% 34 14.71% 1
Advocacy Wealth Management Services
2846
Advocacy Wealth Management Services
Georgia
$250M -$29.2M -10% 0.5% 48.3% 336 21.13% 1.8
FP
2847
FDO Partners
Massachusetts
$250M -$217M -47% 0.85% – 334 69.76% 0.2
Ascent Wealth Partners
2848
Ascent Wealth Partners
New York
$250M +$17.3M +7% 6.29% 94.4% 128 13.28% 2.5
SCC
2849
Second Curve Capital
Pennsylvania
$249M -$29.8M -11% 1.73% 160% 28 10.71% 2.3
CP
2850
Clover Partners
Texas
$249M -$43.8M -15% 4.35% 32.2% 34 29.41% 1.6